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G&S Capital’s JPMorgan Chase JPM Stock Holding History

G&S Capital’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.61M Buy
11,024
+104
+1% +$32.3K 1.05% 30
2026
Q1 		$3.21M Sell
10,920
-39
-0.4% -$11.8K 1.13% 29
2025
Q4 		$3.53M Sell
10,959
-220
-2% -$68.1K 1.25% 21
2025
Q3 		$3.53M Sell
11,179
-231
-2% -$68.7K 1.3% 20
2025
Q2 		$3.31M Sell
11,410
-97
-0.8% -$24.8K 1.31% 20
2025
Q1 		$2.82M Sell
11,507
-2,844
-20% -$725K 1.2% 25
2024
Q4 		$3.44M Sell
14,351
-642
-4% -$150K 1.42% 15
2024
Q3 		$3.16M Buy
14,993
+6,717
+81% +$1.41M 1.33% 15
2024
Q2 		$1.74M Sell
8,276
-1,352
-14% -$264K 0.76% 52
2024
Q1 		$1.93M Sell
9,628
-443
-4% -$79.9K 0.86% 43
2023
Q4 		$1.71M Sell
10,071
-9,645
-49% -$1.46M 0.81% 49
2023
Q3 		$2.86M Buy
19,716
+8,709
+79% +$1.31M 1.46% 18
2023
Q2 		$1.6M Sell
11,007
-1,964
-15% -$270K 0.77% 51
2023
Q1 		$1.69M Buy
12,971
+11,269
+662% +$1.54M 0.75% 48
2022
Q4 		$228K Buy
+1,702
New +$216K 0.1% 99
2020
Q4 		– Sell
-16,191
Closed -$1.56M – 100
2020
Q3 		$1.56M Buy
+16,191
New +$1.59M 1.13% 32
2020
Q2 		– Sell
-1,940
Closed -$174K – 137
2020
Q1 		$174K Sell
1,940
-16,108
-89% -$1.96M 0.3% 47
2019
Q4 		$2.52M Sell
18,048
-1,929
-10% -$247K 1.42% 27
2019
Q3 		$2.35M Buy
19,977
+16,954
+561% +$1.92M 1.37% 26
2019
Q2 		$338K Hold
3,023
– – 0.2% 69
2019
Q1 		$306K Buy
3,023
+63
+2% +$6.49K 0.19% 66
2018
Q4 		$289K Sell
2,960
-29,083
-91% -$3.1M 0.26% 49
2018
Q3 		$3.62M Sell
32,043
-2,486
-7% -$282K 2.5% 14
2018
Q2 		$3.6M Buy
34,529
+11
+0% +$1.21K 2.75% 8
2018
Q1 		$3.8M Sell
34,518
-79
-0.2% -$8.95K 3.2% 6
2017
Q4 		$3.7M Buy
+34,597
New +$3.5M 2.72% 10

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

G&S Capital's JPM Position: Q2 2026 in Review

G&S Capital increased its JPMorgan Chase (JPM) stake by 0.95% in Q2 2026, buying an estimated $32.3K and bringing the position to 11,024 shares worth $3.61M. The position accounts for 1.05% of the portfolio, ranked #30.

G&S Capital first reported a position in JPM in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.8M in Q1 2018. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • G&S Capital held 11,024 shares of JPMorgan Chase worth $3.61M as of Q2 2026.
  • G&S Capital bought 104 JPMorgan Chase shares in Q2 2026, an estimated $32.3K.
  • JPMorgan Chase made up 1.05% of G&S Capital's portfolio in Q2 2026, its #30 holding.
  • G&S Capital first reported a position in JPMorgan Chase in Q4 2017 and has held it in 26 quarters since.
  • G&S Capital's JPMorgan Chase position peaked at $3.8M in Q1 2018.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on G&S Capital's 13F filing for Q2 2026, filed 10 Jul 2026.